Berry Wealth Group, LP Reduced Holdings in Q3 2025

Berry Wealth Group, LP

  • $30.6 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
-34.7K
- 75.03%
$264.74 - $369.57 $9.18M - $12.8M
11.5K $3.8B
MSFT
Microsoft Corp

Technology
-13.3K
- 72.33%
$491.09 - $535.64 $6.55M - $7.15M
5.11K $2.65B
JPM
Jpmorgan Chase & CO

Financial Services
-20.7K
- 73.39%
$282.78 - $316.06 $5.85M - $6.54M
7.51K $2.37B
WMT
Walmart Inc.

Consumer Defensive
-50.4K
- 86.05%
$94.4 - $104.27 $4.75M - $5.25M
8.17K $841M
AAPL
Apple Inc.

Technology
-26.7K
- 67.26%
$202.38 - $256.87 $5.41M - $6.87M
13K $3.31B
MSI
Motorola Solutions, Inc.

Technology
-11.6K
- 71.58%
$408.73 - $490.3 $4.75M - $5.7M
4.61K $2.11B
ETN
Eaton Corp PLC

Industrials
-12.6K
- 64.92%
$342.99 - $392.76 $4.31M - $4.94M
6.79K $2.54B
CME
Cme Group Inc.

Financial Services
-12.4K
- 90.14%
$258.83 - $287.1 $3.2M - $3.55M
1.35K $366M
HD
Home Depot, Inc.

Consumer Cyclical
-9.48K
- 76.78%
$357.4 - $423.42 $3.39M - $4.01M
2.87K $1.16B
DRI
Darden Restaurants Inc

Consumer Cyclical
-12.9K
- 90.98%
$184.73 - $220.27 $2.38M - $2.83M
1.28K $243M
CB
Chubb LTD

Financial Services
-8.84K
- 64.7%
$265.99 - $289.59 $2.35M - $2.56M
4.82K $1.36B
JNJ
Johnson & Johnson

Healthcare
-16.2K
- 88.58%
$155.17 - $185.42 $2.52M - $3.01M
2.09K $388M
JCI
Johnson Controls International PLC

Industrials
-22K
- 91.56%
$103.24 - $111.73 $2.27M - $2.45M
2.02K $223M
ADI
Analog Devices Inc

Technology
-9.33K
- 89.98%
$220.68 - $255.63 $2.06M - $2.39M
1.04K $255M
APD
Air Products & Chemicals, Inc.

Basic Materials
-7.79K
- 87.51%
$265.78 - $299.3 $2.07M - $2.33M
1.11K $303M
MPC
Marathon Petroleum Corp

Energy
-14.5K
- 53.03%
$158.59 - $198.69 $2.31M - $2.89M
12.9K $2.48B
UNH
Unitedhealth Group Inc

Healthcare
-4.38K
- 85.02%
$237.77 - $353.61 $1.04M - $1.55M
772 $267M
UNP
Union Pacific Corp

Industrials
-5.82K
- 84.3%
$214.91 - $237.16 $1.25M - $1.38M
1.08K $256M
META
Meta Platforms, Inc.

Communication Services
-1.64K
- 81.49%
$695.21 - $791.73 $1.14M - $1.3M
372 $273M
NVDA
Nvidia Corp

Technology
-7.48K
- 63.4%
$153.3 - $186.58 $1.15M - $1.4M
4.32K $806M
XOM
Exxon Mobil Corp

Energy
-7.62K
- 67.6%
$105.83 - $117.22 $806K - $893K
3.65K $412M
V
Visa Inc.

Financial Services
-2.16K
- 64.53%
$332.09 - $358.86 $718K - $775K
1.19K $405M
TT
Trane Technologies PLC

Industrials
-1.49K
- 58.38%
$398.96 - $472.54 $595K - $705K
1.06K $448M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.84K
- 46.31%
$211.65 - $238.24 $600K - $675K
3.29K $722M
TJX
Tjx Companies Inc

Consumer Cyclical
-5.01K
- 76.07%
$121.35 - $144.54 $608K - $724K
1.58K $228M
GOOGL
Alphabet Inc.

Communication Services
-3.59K
- 61.15%
$174.36 - $254.72 $626K - $914K
2.28K $554M
TXN
Texas Instruments Inc

Technology
-1.88K
- 49.95%
N/A
1.89K $347M
TSLA
Tesla, Inc.

Consumer Cyclical
-609
- 33.68%
$293.94 - $444.72 $179K - $271K
1.2K $533M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-11
- 1.37%
$567.77 - $614.76 $6.25K - $6.76K
794 $486M
Activity Summary
Buys All Purchases 1 New Holdings 0 Increased Positions 1 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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